01
Starter Trigger
Demonstrated satisfaction/advocacy moment.
02
Primary Objective
Make referral easy.
03
Starter Flow
- Recognize relationship.
- Explain who is a good fit.
- Provide simple referral path.
- Recognize referral activity where appropriate.
04
Control / Exit Notes
Suppress service issues or low-confidence satisfaction.
05
Primary KPI
Referral participation; referral conversion.
06
Make It Yours
qualifying moment, attribution, incentive if any, referred-customer fit and fulfillment.